TieTalent
Join to apply for the
Advice Consultant- Sr, Specialist
role at
TieTalent 1 day ago Be among the first 25 applicants Join to apply for the
Advice Consultant- Sr, Specialist
role at
TieTalent Get AI-powered advice on this job and more exclusive features. Your opportunity
Charles Schwab has been a leader in financial services for nearly four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client’s goals with passion and integrity, we’re committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients' eyes, is that Schwab continuously improves on being a premier financial service provider through best-in-class service, technology, products, people and advice. About
Position Type:
Regular
Your opportunity
Charles Schwab has been a leader in financial services for nearly four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client’s goals with passion and integrity, we’re committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients' eyes, is that Schwab continuously improves on being a premier financial service provider through best-in-class service, technology, products, people and advice.
What You’ll Do
As part of the Workplace Advice Team, the Advice Consultant will work with new and existing Workplace Financial Services participants to provide them with the appropriate guidance to assist them in meeting their retirement goals. Candidate must be able to explain in detail the pros and cons of various financial strategies, investment vehicles, including portfolio/asset allocation. Consultant will also need to position Schwab as a full-service provider of financial services to participants for their needs outside of their company sponsored retirement plan. The position requires attention to detail to include administrative areas such as recording metrics, compliance, documenting consultations and tracking leads.
What You Have
Required Qualifications:
A valid and active FINRA Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a condition of employment)
Preferred Qualifications
Bachelor's degree or equivalent experience demonstrating a basic understanding of ERISA, pension/trust compliance, DC and DB plans Prefer 3+ years of successful experience in Qualified Retirement Plans, Financial Planning, Employee Benefits or equivalent experience in a Financial Services role Professional designation from the college for financial planning required, CFP preferred. Track record as a high performer able to connect clients to appropriate Schwab solutions Understanding of Salesforce to work lead flow and document client interactions High proficiency in consultative communication and active listening to uncover financial needs Strong presenting skills on the phone and in person Passionate about our purpose to champion every client’s goals with passion and integrity to make a contribution and help others succeed Excellent time management skills to prepare for and conduct client meetings
What’s In It For You
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Tempe, Arizona
Languages
English
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Consulting, Information Technology, and Sales Industries Technology, Information and Internet Referrals increase your chances of interviewing at TieTalent by 2x Get notified about new Senior Consultant jobs in
Tempe, AZ . Senior Consultant (m/f/d) – Corporate Strategic Initiatives
Senior Director Consultant Strategy (Hybrid)
Phoenix, AZ $49,000.00-$52,000.00 2 weeks ago Organizational Effectiveness & Change Senior Manager
Senior Manager, Claims Process & Strategy
Phoenix, AZ $144,000.00-$180,000.00 16 hours ago Phoenix, AZ $144,000.00-$180,000.00 16 hours ago Organization Design & Transformation, Senior Manager
Phoenix, AZ $90,000.00-$160,000.00 2 weeks ago Senior Manager or Director, Corporate Partnerships
Phoenix, AZ $110,000.00-$125,000.00 1 month ago Scottsdale, AZ $192,000.00-$339,900.00 1 week ago Strategic Execution Senior Manager - Internal Consulting
Tempe, AZ $133,365.00-$172,590.00 10 hours ago Senior Business Analyst - Scottsdale, AZ
Senior Client Manager Team Lead, Employee Benefits - Small Group
Phoenix, AZ $88,000.00-$176,000.00 1 day ago Scottsdale, AZ $100,000.00-$150,000.00 2 weeks ago Senior Lead Strategy & Planning Consultant - Corporate Real Estate Portfolio Strategy
Organization Design & Transformation, Senior Manager
Senior Manager, Global Digital Activations
Senior HR Manager| Full-Time | PHX Arena
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Advice Consultant- Sr, Specialist
role at
TieTalent 1 day ago Be among the first 25 applicants Join to apply for the
Advice Consultant- Sr, Specialist
role at
TieTalent Get AI-powered advice on this job and more exclusive features. Your opportunity
Charles Schwab has been a leader in financial services for nearly four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client’s goals with passion and integrity, we’re committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients' eyes, is that Schwab continuously improves on being a premier financial service provider through best-in-class service, technology, products, people and advice. About
Position Type:
Regular
Your opportunity
Charles Schwab has been a leader in financial services for nearly four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client’s goals with passion and integrity, we’re committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients' eyes, is that Schwab continuously improves on being a premier financial service provider through best-in-class service, technology, products, people and advice.
What You’ll Do
As part of the Workplace Advice Team, the Advice Consultant will work with new and existing Workplace Financial Services participants to provide them with the appropriate guidance to assist them in meeting their retirement goals. Candidate must be able to explain in detail the pros and cons of various financial strategies, investment vehicles, including portfolio/asset allocation. Consultant will also need to position Schwab as a full-service provider of financial services to participants for their needs outside of their company sponsored retirement plan. The position requires attention to detail to include administrative areas such as recording metrics, compliance, documenting consultations and tracking leads.
What You Have
Required Qualifications:
A valid and active FINRA Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a condition of employment)
Preferred Qualifications
Bachelor's degree or equivalent experience demonstrating a basic understanding of ERISA, pension/trust compliance, DC and DB plans Prefer 3+ years of successful experience in Qualified Retirement Plans, Financial Planning, Employee Benefits or equivalent experience in a Financial Services role Professional designation from the college for financial planning required, CFP preferred. Track record as a high performer able to connect clients to appropriate Schwab solutions Understanding of Salesforce to work lead flow and document client interactions High proficiency in consultative communication and active listening to uncover financial needs Strong presenting skills on the phone and in person Passionate about our purpose to champion every client’s goals with passion and integrity to make a contribution and help others succeed Excellent time management skills to prepare for and conduct client meetings
What’s In It For You
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Tempe, Arizona
Languages
English
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Consulting, Information Technology, and Sales Industries Technology, Information and Internet Referrals increase your chances of interviewing at TieTalent by 2x Get notified about new Senior Consultant jobs in
Tempe, AZ . Senior Consultant (m/f/d) – Corporate Strategic Initiatives
Senior Director Consultant Strategy (Hybrid)
Phoenix, AZ $49,000.00-$52,000.00 2 weeks ago Organizational Effectiveness & Change Senior Manager
Senior Manager, Claims Process & Strategy
Phoenix, AZ $144,000.00-$180,000.00 16 hours ago Phoenix, AZ $144,000.00-$180,000.00 16 hours ago Organization Design & Transformation, Senior Manager
Phoenix, AZ $90,000.00-$160,000.00 2 weeks ago Senior Manager or Director, Corporate Partnerships
Phoenix, AZ $110,000.00-$125,000.00 1 month ago Scottsdale, AZ $192,000.00-$339,900.00 1 week ago Strategic Execution Senior Manager - Internal Consulting
Tempe, AZ $133,365.00-$172,590.00 10 hours ago Senior Business Analyst - Scottsdale, AZ
Senior Client Manager Team Lead, Employee Benefits - Small Group
Phoenix, AZ $88,000.00-$176,000.00 1 day ago Scottsdale, AZ $100,000.00-$150,000.00 2 weeks ago Senior Lead Strategy & Planning Consultant - Corporate Real Estate Portfolio Strategy
Organization Design & Transformation, Senior Manager
Senior Manager, Global Digital Activations
Senior HR Manager| Full-Time | PHX Arena
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr